Kimberly Surber

I specialize in comprehensive financial planning and retirement planning. I do this by helping with investments, retirement accounts and annuities, life, disability and long-term care insurance. I can help you realize your life's dream today!

Financial Planner in Temecula, CA

About

I focus on inspiring, educating and empowering my clients to lead strong financial lives. No one has the same goals and dreams, so our journeys are all different. When we allow ourselves to let go of our limiting ideas and just dream, our visions can guide us to extraordinary lives! My goal is to help my clients create their visions, and guide them on their journey to their ultimate joy. Your joy comes from doing what you are passionate about and love to do. Once you discover your inspiration, the financial planning becomes easy! Encore Financial Consulting is a full service, independent financial planning firm. I serve motivated individuals and their families who are looking for a strong relationship with their financial planner, based on a long-term commitment of trust, honesty and accountability that inspires them to reach for their life goals. No matter what life brings your way, you can count on me to be consistent and reliable and a source of strength as you go through the various stages of life. Success to me does not mean being a good advisor to my clients, it means being the best! I strive to continually learn and remain up-to-date in my knowledge of financial planning so that I can bring that expertise to you. In 2001 I earned my Certified Financial Planner designation. I maintain that designation with 30 hours of continuing education every 2 years. I also have a series 7, 63 and 65 securities licenses and a Life and Health Insurance License, all of which also have additional continuing education. Securities and advisory services are offered through The Strategic Financial Alliance, Inc. (SFA) Member FINRA/SIPC. Kimberly Surber, CFP is a registered representative and investment advisory representative of SFA which is unaffiliated with Encore Financial Consulting. Supervisory Branch Office: 202 Abbey Court, Alpharetta, GA 30004. 770-845-2076.

Address
Po Box 893910 in Temecula, CA 92589
Info
Languages: English
Year started: 1998

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Credentials

Licenses

Series 7

Associations

Financial Planning Association

Certifications

CDFA
CFP

Background

Experience

Owner, Certified Financial Planner
Registered Representative / Investment Advisor Representative